UBS Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

UBS Group’s Portfolio XHLF Stock Details XHLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.1K	Sell	220 -1,171	-84%	-$58.8K	﹤0.01%	8518
2026 Q1	$70K	Sell	1,391 -8	-0.6%	-$402	﹤0.01%	7189
2025 Q4	$70.3K	Buy	+1,399	New	+$70.4K	﹤0.01%	7067
2025 Q3	–	Sell	-1,988	Closed	-$100K	–	11018
2025 Q2	$100K	Sell	1,988 -3,824	-66%	-$192K	﹤0.01%	7238
2025 Q1	$293K	Buy	+5,812	New	+$292K	﹤0.01%	6266
2024 Q4	–	Sell	-2,772	Closed	-$140K	–	10475
2024 Q3	$140K	Buy	2,772 +1,281	+86%	+$64.4K	﹤0.01%	6116
2024 Q2	$75K	Sell	1,491 -4,231	-74%	-$212K	﹤0.01%	6379
2024 Q1	$288K	Buy	5,722 +4,654	+436%	+$234K	﹤0.01%	5598
2023 Q4	$53.6K	Buy	+1,068	New	+$53.6K	﹤0.01%	6498
2023 Q1	–	Sell	-394	Closed	-$19.7K	–	10483
2022 Q4	$19.7K	Buy	+394	New	+$19.7K	﹤0.01%	7662

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group's XHLF Position: Q2 2026 in Review

UBS Group reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 84% in Q2 2026, selling an estimated $58.8K and leaving 220 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8518.

UBS Group first reported a position in XHLF in Q4 2022 and has held it in 10 quarters since. The position peaked at $293K in Q1 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

UBS Group held 220 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $11.1K as of Q2 2026.
UBS Group sold 1,171 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $58.8K.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8518 holding.
UBS Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and has held it in 10 quarters since.
UBS Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $293K in Q1 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.